Shea Sanche
Shea Sanche

Shea Sanche

I build what I wish existed.

Founder. Financial advisor. Entrepreneur. Builder.

I founded Insight Planning, and built InsightPlaybook.com and ClientChemistry.com for advisors. This is where I share what I'm building, what I'm learning, and the life I'm building along the way.

Shea Sanche smiling beside a flip chart

01My story

It started in a small town in northern Manitoba.

In 1999 I started as an advisor in Thompson, Manitoba, in an office that competed with Toronto and Vancouver as one of the top performing financial centres in the country. I didn't know any better. I thought that was normal.

Twenty-seven years later I'm still asking the same question: what would make this simpler, and better for the people it's meant to serve? Sometimes the answer is a firm. Sometimes it's a system. Usually it means doing fewer things, better.

03Ideas and conversations

Where I've been sharing what I'm learning.

Podcast

Turning the Page with Chris Reynolds

Episode 114: building AI into every layer of an advisory practice.

Published September 21, 2026

Speaker

Dimensional Canadian Advanced Conference

A TED-style talk on what happens when an advisory practice builds AI into how it runs.

Charlotte, North Carolina · October 29, 2026

Interview

The Globe and Mail

Why this advisor was willing to pay more for a book of engaged, loyal clients.

Globe Advisor · November 18, 2025

04Life outside work

The point of all of it.

Home is Kelowna and Okanagan Lake. As I get older I crave simplicity: time on the water, trips with Trish to places we haven't been yet, and the people who make the work worth doing.

The systems I build at work are there to protect that time, not to fill it.

Kelowna from a boat on Okanagan Lake
Shea holding a large salmon on a boat
Shea holding a large northern pike on a lake

05Connect

Speaking, media, partnerships and good conversations.